Filed November 6, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,565 | $174,896-67.1% | $125,339-54.1% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | 3.09% | -12.90%+16.0pp | 572.05%-569.0pp | - |
| Employer contribution / active EE | $5,083 | $3,570+42.4% | $4,814+5.6% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,446-100.0% | - |
| Admin fee / account holder | $0 | $56,117-100.0% | $10,010-100.0% | - |